Total Wealth Planning & Management, Inc.
Position in HII — Huntington Ingalls Industries, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in HII
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$597,565
-$139,061 QoQ
Shares Held
2,135
+10.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#368
of 812 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HII Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $6,724,874 across 10 Aerospace & Defense names. HII ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,690 | $1,379,063 | |
| 2 | HEI |
Heico Corp
|
3,572 | $1,272,310 | |
| 3 | RTX |
RTX Corp
|
5,065 | $960,982 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,440 | $733,622 | |
| 5 | GD |
General Dynamics Corp
|
1,840 | $651,801 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
This page
|
2,135 | $597,565 | |
| 7 | RKLB |
Rocket Lab Corp
|
3,849 | $391,250 | |
| 8 | PL |
Planet Labs PBC
|
8,920 | $295,519 |
All Filings in HII
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,565 | 2,135 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $736,626 | 1,939 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $847,794 | 2,493 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $612,825 | 2,538 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $596,612 | 2,924 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $433,875 | 2,296 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||